Inside Sales

The Baldwin Group; Town of Charlotte (NY); On-site; USD 37,000 - 46,000; Full time

Benefits offered by this job

Licensing training paid

On-site role in Charlotte

Base pay plus commission

Job summary

The Baldwin Group in Charlotte, NC is seeking an Insurance Advisor to join our Sales and Technology hub. You will handle inbound calls and outbound leads to tailor auto, property, and specialty coverages while learning from access to multiple carriers.

This is a base pay plus commission role with licensing support; you will work Monday-Friday 8-5 with occasional Saturdays; on-site location at 7910 Microsoft Way, Charlotte, NC 28277.

Qualifications

• Previous outbound call center or inside sales experience preferred.
• Willing to study for a P&C license; licensing paid.
• Base pay plus commission structure.

Responsibilities

• Handle inbound calls and make outbound calls to leads.
• Assess customers' insurance needs and suggest coverages.
• Finalize the sale and coordinate deposits, bonds and certificates.
• Maintain accuracy and timeliness in client interactions.
• Communicate underwriting criteria to partners.

Skills

Outbound calls

Communication skills

Needs assessment

CRM Salesforce

MS Office

Tools

Salesforce CRM

Microsoft Office

Phone system

Job description

Who we are:

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

Position Summary:What isanInsuranceAdvisor?

• InsuranceAdvisor is the title we use here in our Charlotte Sales and Technology hub. We are licensed Insurance Agents.

• Under close supervision, closes targeted number of sales from leads,prospectsand policyholders to achieve auto, property, and specialty sales targets in a sales center environment.

• As a top 20 Insurance Broker you will have access to multiple carriers to provide yourprospects with the bestcoveragesat the best pricing.

This is a base pay plus commission compensation structure!

Principal Responsibilities:

• Handle inbound callsand make outbound callstoleads, consult with customers on their insurance needs and match the correct coverages,productsand benefits to convert leads into customers.We provide all of your leads.

• Assesses customer’s insurance needs and suggest/advise products andcoverage’sbased on a need/exposure assessment.Conducts need/exposure assessmentsinvolvesinterviewing prospective clients to obtain data about their financial resources and needs, the physical condition of their person or property to be insured, claims history and coveragegaps..

• Finalizes the sale, coordinates collection of deposits,arranges forbinders and certificates, and briefs the service team on the policy sale.

• Maintains a concern for accuracy,timelinessand completion when interacting with current and prospective clients.

• Maintains understanding and knowledge of insurance and underwriting criteria for insurance company partners represented by the firm to effectively communicatetoall involved.

Knowledge, Skills, and Abilities:

• Comfortable making calls and talking to people on the phone all day

• Excellent verbal and written communication skills; the ability to call, connect and interact with potential customers

• Persuasive and goal-oriented

• Possesses an energetic, outgoing, and friendly demeanor

• Eager to expand company withnew sales

• Self-motivated and self-directed

• Able to multitask, prioritize, and manage time efficiently

• Tenacity to handle rejection andcontinue onwith a positive attitude when reaching next potential client

• Knowledge of sales process from initiation to close

• Previousexperience in outbound call center, inside sales experience, or related sales experience preferred but willing to talk with outgoing people

• Strong computer skills, including Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel) and CRM/Salesforce experience preferred

• We will take care of alllicensingand you will be paid for all studying and taking a40 houronline course all about property and casualty insurance – There is a test at the end ofthe processto earn your P&C license

• This isa basepay ($41,600) plus commission.

• This is not a remote position. Our Address is 7910 Microsoft Way Charlotte, NC 28277

• Must be available to workMonday-Friday 8-5and one Saturday per month 9-1.

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IMPORTANT NOTICE:

• This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

• BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

Click here for some insight into our culture!

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.